JOB DESCRIPTION

Location: Onsite | Downtown, Toronto

Duration: 6 Months

Our client, a leading financial institution in Downtown Toronto, is looking for an Office Clerk - Proficient to train and act as a resource for other Operations team members. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.

Typical Day in the role:

- Processing transfer requests from various queues, initiating transfers of investment accounts by validating completeness of the form
- Provide accurate analysis and processing support for exception-based, complex, and/or highly specialized processes within a specific Operation's department. Accurately review, verify, and/or record data into technology supporting department processes. Understand department procedures and required accountabilities in the area or department in which the incumbent works. Refers to department manuals for instructions and task assignments for the specific role.
- Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operation's departments, bank's Business Units, external customers or industry participants. Address escalated questions independently; seeking assistance from Team Lead or Manager as appropriate following established department procedures.
- Reduce risk or increase efficiencies by suggesting process changes and system modifications.
- Provide accurate analysis and processing support for manual, exception-based complex,



and/or highly specialized processes within a specific Operations department. Accurately review, verify and/or record data in technology support department processes.

Must Have Skills:

- Good written communication skills
- 1+ year prior securities, banking, technology industry and/or job-specific related industry
- 3+ years of securities, banking, technology and/or job-specific industry experience

Nice-To-Have Skills:

- Ability to handle multiple priorities in a fast-paced and deadline-driven environment
- Ability to understand and meet business daily support needs on an ongoing basis
- Ability to work independently and within a team environment
- Customer service skills

Soft Skills Required:

- Interpersonal skills to connect with peers on the team

Education:

- 4-year degree from an accredited university or equivalent OR High school diploma or equivalent

FP Inc. is committed to creating an inclusive setting where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position. The hourly compensation range for this role is $19/hr -$22.50/hr. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.

📌 Office Clerk – Proficient (Toronto)
🏢 FP
📍 Toronto